Investment management company Vulcan Value Partners released its second-quarter 2025 investor letter, focusing on long-term returns and risk reduction. Various composites had positive returns, with the Large Cap Composite returning 7.0% net of fees. The letter highlighted stocks like Littelfuse, Inc. (NASDAQ:LFUS), which saw a one-month return of 6.52%. Littelfuse, Inc. (NASDAQ:LFUS) closed at $233.47 per share on July 17, 2025, with a market cap of $5.77 billion. The company specializes in circuit protection products for various industries. While Littelfuse, Inc. (NASDAQ:LFUS) is not among the 30 most popular stocks among hedge funds, it reported strong revenue growth in the first quarter of 2025.

Read more at Yahoo Finance: Here’s Why Littelfuse (LFUS) Rallied in Q2